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Comments on: Housing Affordability: A Vicious Cycle http://www.tvhe.co.nz/2008/01/21/housing-affordability-a-vicious-cycle/ The Visible Hand in Economics Tue, 22 Jan 2008 00:00:55 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: terence http://www.tvhe.co.nz/2008/01/21/housing-affordability-a-vicious-cycle/#comment-661 Tue, 22 Jan 2008 00:00:55 +0000 http://tvhe.wordpress.com/2008/01/21/housing-affordability-a-vicious-cycle/#comment-661 thanks matt – in meetings all day. will re-read and digest this evening.

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By: Matt Nolan http://www.tvhe.co.nz/2008/01/21/housing-affordability-a-vicious-cycle/#comment-660 Mon, 21 Jan 2008 19:28:03 +0000 http://tvhe.wordpress.com/2008/01/21/housing-affordability-a-vicious-cycle/#comment-660 Actually, I got the wrong author as well, its actually another one of the authors agnitio 😉

“wouldn’t we expect to see relatively low wages for builders and excess supply of them?”

That is an excellent point, and one that many economists are uncertain about at the moment. In some regions there is definitely a shortage of land to build in (eg Wellington), and according to official figures there is an excess supply of builders, relative to the amount of building activity that is occurring (building sector productivity has collapsed over the last few years). In this case we would expect wage inflation to be slower in the building sector than in other sectors, however it has accelerated to an average annual rate of 7.3% as of September (using QES data), the fastest rate of all sectors and well above the 4.4% average for the economy.

It is possible that construction firms are ‘labour hoarding’, however I find this unlikely given that construction activity is expected to ease (with weakening house prices reducing the expected return from building). However, there is a simpler explanation that involves a mixture of compliance costs and rising house prices.

The government has spent the last few years adding requirements and costs to the building sector, in order to make the homes they build safer etc. In this case building firms need more staff, increasing the demand for labour (this would also explain the dip in productivity). Now, this would usually imply a dip in activity, but rising house prices, and the fact that the industry was capacity constrained to start with, keeps businesses involved in building houses. With higher labour demand, we can expect wages to rise relative to what they were.

As a result, the lift in employment and wages in the building industry is entirely consistent with government intervention in the industry, implying that it is still possible that the residential building market is capacity constrained.

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By: Matt Nolan http://www.tvhe.co.nz/2008/01/21/housing-affordability-a-vicious-cycle/#comment-659 Mon, 21 Jan 2008 19:07:59 +0000 http://tvhe.wordpress.com/2008/01/21/housing-affordability-a-vicious-cycle/#comment-659 Hi Terence,

The authors don’t seem to show up on the articles anymore, this one (and a few before it) were by the other main author on this site, James 🙂

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By: terence http://www.tvhe.co.nz/2008/01/21/housing-affordability-a-vicious-cycle/#comment-658 Mon, 21 Jan 2008 08:18:24 +0000 http://tvhe.wordpress.com/2008/01/21/housing-affordability-a-vicious-cycle/#comment-658 Aaron, yeah rents v prices would be good to see for NZ.

Matt – if land shortages were really the issue, wouldn’t we expect to see relatively low wages for builders and excess supply of them? (builders being a complimentary good). As far as I can tell the opposite is the case.

Also, opening up more land (if enough were really available and remember green belt has its value) might just be (in the mid term) offering more fuel for the bubble.

I definitely agree that Labour’s solution is a lackluster one though.

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By: aaron http://www.tvhe.co.nz/2008/01/21/housing-affordability-a-vicious-cycle/#comment-657 Mon, 21 Jan 2008 00:53:02 +0000 http://tvhe.wordpress.com/2008/01/21/housing-affordability-a-vicious-cycle/#comment-657 I’d love to see a graph of median house prices versus median rents for NZ over time. Can you construct such a graph? I’ve tried, but can’t get hold of the rent data time series. For example see the second graph in here for the US: http://online.wsj.com/public/resources/documents/info-CRISIS0712-09.html?mod=djemITP&printVersion=true

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